Posts Tagged ‘document management in CRM’

mscrm-addons.com's Logo Document Automation: Scheduled documents in Power Automate

Take Document Automation to the next level with the DocumentsCorePack Connector for PowerApps and PowerAutomate! The connector is designed to utilize our solution inside Flows simply and intuitively. In the recording below, we focused on the automation of documents inside scheduled Flows using our DocumentsCorePack Connector. Therefore we showcased two popular use cases: ​​​​​​​Financial documents: Automation …

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Inogic's Logo Data Security and Document Management made easy with new-age Microsoft Dynamics 365 CRM productivity apps!

Managing data storage space and ensuring data privacy is the basic requirement essential for the smooth functioning of any organization. But the scale of data that you deal with on a daily basis in your Dynamics 365 CRM is steadily increasing. The rapid growth in documents/attachments associated with your customers calls for alternative measures to …

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Inogic's Logo Improve Dynamics 365 CRM productivity with our new age Document Management Solutions

Managing documents and storage space in Dynamics 365 CRM has become much easier with the introduction of document management apps. The two main factors – increasing load of customer data & limited space in Dynamics 365 CRM – that made document management quite tedious and time-consuming are no longer a concern now. Efficiency and productivity …

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Inogic's Logo Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a …

Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob! Read More »

Xpertdoc's Logo Document Flow Automation for Microsoft Dynamics 365

There are so many ways to mark progress in human history. In recent decades, we’ve made huge leaps in technology and capabilities that have re-defined modern life. Xpertdoc vs. OOTB Document Generation in Dynamics 365 The evolution of document generation offers a similar picture. Progress isn’t measured only by a new product, but by automated …

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Dynamics Objects's Logo Dynamics PDF-Docs for CRM 2016 Word Templates

Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can generate PDF Word documents in CRM 2016 and, in one click, attach them to Notes or send them as PDFs in Email attachments. Dynamics PDF-Docs can be triggered as a workflow. With Dynamics PDF-Docs users can schedule a workflow …

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Dynamics Objects's Logo The First Add-On to Dynamics CRM 2016 Document Generation – PDF Docs !

Document Generation is a new feature available in Dynamics CRM 2016. You no longer need to manually extract CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and similar. With one click users can easily generate a document from CRM using pre-defined Word and Excel templates. Dynamics PDF-Docs is an upgrade on our …

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Dynamics Objects's Logo Jinan Construction Generates 300 Legal Contracts with Merge Fields from Dynamics CRM

Jinan Construction is a Chinese company developing multi-storey residential towers in countries like Australia and Asia. Flat’s prospects and buyers are managed with Dynamics CRM. The CRM solution includes, among other entities, the Legal Contract entity that stores the purchaser’s details and child entities (1:N) to manage payments schedule, clients requests for custom design and …

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Intelligent Technologies, Inc. 's Logo How to Easily Manage Documents with Microsoft Dynamics CRM and SharePoint Integration

One Microsoft Dynamics CRM 2011 feature that can really improve productivity and streamline your business processes is its native integration with Microsoft SharePoint Server 2010. Many people have questions about exactly how this works and how it could help them.  So, the Microsoft Dynamics CRM team released a helpful video demo that gives a quick …

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Velosio's Logo CRM and SharePoint Working Together to Manage Your Information

Using the built-in integration of Microsoft Dynamics® CRM and SharePoint Server document management can be a cinch.  With a little planning you can better manage documents associated with your customer relationship management (CRM) records. Microsoft Dynamics CRM is a powerful way to streamline marketing efforts, generate sales, and deliver unsurpassed customer service.  Add SharePoint Server …

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